Financial Adviser
· SYDNEY, NSW
Aaron John Caldwell
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001298249
Aaron John Caldwell is a financial adviser based in Sydney, New South Wales, with 3 years of experience in the financial services industry. Aaron is currently authorised under Mercury Private Pty Ltd. Aaron holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Commerce
University of Wollongong
2018
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Master of Financial Planning
Kaplan Professional